GuruTrack

2010 Q4 report

What hedge-fund gurus bought and sold this quarter

Managers filed13
Total value$127.67B
Stocks covered7784
Summary
2010 Q4 report: 13 tracked hedge-fund managers held 7784 stocks this quarter, a combined reported value of ~$127.67B. Most new buys: SEMG, LYB, GM. Most-held: AAPL, KO, CFN. From public SEC 13F filings, delayed up to ~45 days.
Most new buys this quarter
1SEMGSEMGSEMGROUP CORP-CLASS A5 new
2LYBLYBLYONDELLBASELL INDUSTRIES NV4 new
3GMGMGENERAL MOTORS CO3 new
4HHCHHCHOWARD HUGHES CORP/THE3 new
5CTRPCTRPCTRIP.COM INTERNATIONAL-ADR3 new
6GENGENGENON ENERGY INC3 new
7UALUALUNITED AIRLINES HOLDINGS INC3 new
8TXTTXTTEXTRON INC3 new
Most adds this quarter
1AMZNAMZNAMAZON.COM INC4 added
2XOMXOMEXXON MOBIL CORP4 added
3MAMAMASTERCARD INC - A4 added
4CBSCBSCBS CORP NEW4 added
5LLYLLYELI LILLY & CO4 added
6ACLACLALCON INC COM4 added
7DVADVADAVITA INC4 added
8DISHDISHDISH NETWORK CORP-A4 added
Most trims / exits this quarter
1GSGSGOLDMAN SACHS GROUP INC4 trimmed
2ARGARGAIRGAS INC4 trimmed
3RAHRAHRALCORP HLDGS INC NEW4 trimmed
4AMATAMATAPPLIED MATERIALS INC4 trimmed
5NTAPNTAPNETAPP INC4 trimmed
6ALLALLALLSTATE CORP4 trimmed
7LSTZALSTZALIBERTY MEDIA CORP NEW LIB STAR COM4 trimmed
8PNCPNCPNC FINANCIAL SERVICES GROUP4 trimmed
Most-held
1AAPLAAPLAPPLE INC8 holders
2KOKOCOCA-COLA CO/THE6 holders
3CFNCFNCAREFUSION CORP6 holders
4HNTHNTHEALTH NET INC6 holders
5BRK.BBRK.BBERKSHIRE HATHAWAY INC-CL B5 holders
6WMTWMTWALMART INC5 holders
7COPCOPCONOCOPHILLIPS5 holders
8CATCATCATERPILLAR INC5 holders
9AXPAXPAMERICAN EXPRESS CO5 holders
10XOMXOMEXXON MOBIL CORP5 holders

Hot sectors this quarter

Warren Buffett · Berkshire10 holdersDuan Yongping9 holdersTim Cook · Apple Supply Chain8 holdersHigh Dividend7 holdersSam Altman · OpenAI Ecosystem6 holdersAI & Compute6 holdersCloud & SaaS6 holdersSemiconductors5 holdersAntibody-Drug Conjugates5 holdersJensen Huang · NVIDIA AI Ecosystem5 holders

Data from public SEC 13F & STOCK Act filings, delayed up to ~45 days, partial holdings only — for research, not investment advice.